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Disclosery

Asset Advisory Group, Inc.: VNQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Asset Advisory Group, Inc. on VNQ, newest first. How the timeline and the estimate are built.

Asset Advisory Group, Inc. held 34,112 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,112 shares
    Change vs previous 13F +2,270 shares

    1.44% of the 13F portfolio, value $3,289,435.

    13F-HR 0002063364-26-000193 filed by Asset Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 31,842 shares
    Change vs previous 13F +1,420 shares

    1.42% of the 13F portfolio, value $2,824,370.

    13F-HR 0002063364-26-000095 filed by Asset Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 30,422 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $2,692,261.

    13F-HR 0002063364-26-000070 filed by Asset Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).